Institutional shares held 84.6 Million
139K calls
3.6K puts
Total value of holdings $10.2B
$16.8M calls
$434K puts
Market Cap $12.8B
106,225,000 Shares Out.
Institutional ownership 79.66%
# of Institutions 592


Latest Institutional Activity in SF

Top Purchases

Q3 2025
Ceredex Value Advisors LLC Shares Held: 495K ($59.8M)
Q3 2025
Wellington Management Group LLP Shares Held: 3.45M ($417M)
Q3 2025
Ubs Group Ag Shares Held: 563K ($68.1M)
Q3 2025
Aqr Capital Management LLC Shares Held: 1.49M ($179M)
Q3 2025
Assenagon Asset Management S.A. Shares Held: 314K ($37.9M)

Top Sells

Q3 2025
Millennium Management LLC Shares Held: 1.44M ($174M)
Q3 2025
Vanguard Group Inc Shares Held: 10M ($1.21B)
Q3 2025
Charles Schwab Investment Management Inc Shares Held: 843K ($102M)
Q3 2025
Balyasny Asset Management LLC Shares Held: 283K ($34.2M)
Q3 2025
Ubs Asset Management Americas Inc Shares Held: 269K ($32.5M)

About SF

Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It also participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in St. Louis, Missouri.


Insider Transactions at SF

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
347K Shares
From 19 Insiders
Exercise of conversion of derivative security 345K shares
Grant, award, or other acquisition 1.91K shares
Open market or private purchase 9 shares
Sell / Disposition
372K Shares
From 28 Insiders
Bona fide gift 41.7K shares
Sale (or disposition) back to the issuer 150K shares
Payment of exercise price or tax liability 146K shares
Other acquisition or disposition 10.8K shares
Open market or private sale 22.9K shares

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